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Legacy Assurance Plan
8725 Pendery Place, Florida, United States
About the Legacy Assurance Plan
Legacy Assurance Plan is a leading institution located at 8725 Pendery Place in Florida, United States. We specialize in providing comprehensive estate planning services to help individuals protect and preserve their assets for future generations. Our team of experienced professionals is dedicated to creating personalized plans that meet the unique needs and goals of each client. Whether you are looking to create a will, establish a trust, or plan for long-term care, Legacy Assurance Plan is here to help guide you through the process with expertise and care. Contact us today to secure your legacy for tomorrow.
Photos of Legacy Assurance Plan
8725 Pendery Pl Suite 104-L, University Park, FL 34201, United States
Opening hours of Legacy Assurance Plan
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Legacy Assurance Plan
"Your company has been very difficult to work with. We have asked for changes to the wording of the will and provided a form that has nothing to do with what we are wanting fixed. We were told we would have one meeting where we would need witnesses to sign and unfortunately we will have to do that all over again as the will was drafted incorrectly. We were provided forms to present to bank and the bank has instructed the forms are incorrect. This has been very challenging to complete, we are in thousands of dollars and have nothing we can use. We would like to discuss refund as we have wasted over a year and have nothing usable for our needs"
"The entire experience with Legacy Assurance Plans has been very good. Just recently I met with Daryl Morrow to review and notarize the plan. He was very professional and knowledgeable which really helped expedite the process. Thanks Daryl"
"We recently used legacy assurance for my mom's estate planning. The whole thing was so easy and the company was very helpful and knowledgeable. My mom now has peace of mind. They even gave her a very nice binder and case to keep all her important papers in one place. Highly recommended."
"On December 1, my wife and I received delivery of our Estate Plan which included documents for a Revocable Living Trust, Wills, and financial and medical Powers of Attorney, etc. These documents were reviewed and subsequently approved and notarized as needed. We were very pleased with the documents, but also the professionalism we experienced all along the process by Legacy Plan associates. Our scheduled phone call with the Plan attorney went very well and was very helpful. The attorney later returned our call right away to follow up on a couple questions we had. The plan itself is contained in a very nice folder and protective case which is used to organize and store the Estate Plan. Thank you Legacy for not disappointing us in this endeavor. Highly recommend them. Ricky and Leesa Dodd"
"We were extremely pleased with everyone we worked with at Legacy Assurance that assisted with our Trust/Estate planning. Everyone we talked to was professional and respectful. Our consultant, Greg Callendar was very knowledgeable about the entire process and was able to answer our numerous questions. The attorney, Edwin Cheshire was very patient with us and helped us navigate through the legal process of putting together our specific plan. The final package was very comprehensive and even better than we thought it would be. Very organized and detailed. Can't say enough about how happy we are with service and product! Overall, outstanding experience! I would highly recommend Legacy Assurance for estate planning."
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